1. Bayanin Kasuwa:
Bauxite na cikin gida: kashi na biyu na kwata na 2022 na samar da ma'adinan cikin gida ya sami sauƙi a baya, amma farashin ya fara faɗuwa bayan haɓaka. A farkon kwata na biyu, sakamakon bullar cutar a sassa daban-daban na kasar zuwa matakai daban-daban, ci gaban da aka samu wajen sake hako ma'adinai a sassa daban-daban na kasar bai kai yadda ake tsammani ba. Ko da yake samarwa ya karu, yanayin yanayin kasuwannin tabo bai dace ba, wanda ya haifar da yanayin ciniki mai sanyi, samar da tsire-tsire na alumina yana ci gaba da cinye kayayyaki. Kuma a tsakiyar kwata na biyu, yayin da a hankali yanayin annoba ya daidaita a fadin kasar, hakar ma'adinan ya ci gaba kamar yadda aka saba kuma ya karu, kuma yayin da farashin ma'adinan da ake shigowa da su ke da yawa, ya kai ga farashin kamfanonin alumina a arewacin Shanxi da Henan, al'amari ya canza, rabon amfani da ma'adinan da aka shigo da su ya ragu, karuwar buƙatun ma'adinan cikin gida, farashin ma'adinai ya shafa.
Bauxite shigo da: farkon kwata na biyu na 2022, jigilar kayayyaki na teku ya ci gaba da raguwa a farkon yanayin kwanciyar hankali. Amma da karshen hutun ranar Mayu, danyen mai ya fadi, farashin mai da sauran abubuwan kasuwa sun haifar da tashin gwauron zabin dakon kaya a cikin teku, lamarin da ya kai ga karin farashin ma’adanin da ake shigowa da su waje guda a lokaci guda. Na biyu kuma, yayin da labarin hana fitar da kayayyaki daga kasar Indonesiya ya sake fitowa a cikin watan Afrilu, harkokin kasuwa sun sake karuwa, kuma farashin ma'adinan da ake shigowa da su ya tashi, daga cikinsu, jigilar ma'adinan kasar Guinea zuwa tashar jiragen ruwa na kasar Sin, na iya kashe kusan tan 40. Ko da yake kwanan nan an samu raguwar jigilar kayayyaki na teku, amma don shigo da tasirin farashin tama yana iyakance.
2. Binciken kasuwa:
1. Ma'adinan da ake samarwa a cikin gida: sakamakon mummunan yanayin da annobar cutar ta shafa a wurare daban-daban, sake dawo da hakar ma'adinai a wurare daban-daban bai ci gaba ba kamar yadda aka yi tsammani a farkon kwata na biyu. Na biyu, saboda tsauraran matakan shawo kan cutar a wurare daban-daban, an hana zirga-zirgar ababen hawa, lamarin da ya kai ga ainahin labaran ciniki na kasuwa a lokaci zuwa lokaci, yanayin kasuwa ya kwanta. A mataki na gaba, yayin da yanayin cutar ya daidaita sannu a hankali, ci gaban aikin hakar ma'adinai ya sake komawa kasuwa, amma gibin bukatu na ma'adinan cikin gida ya fi fitowa fili saboda yawan amfani da ma'adinan tama a cikin masana'antar alumina a farkon matakin, sakamakon haka, wadata da buƙatun ma'adinan ya kasance m. Kwanan nan, saboda matsin lamba kan farashin alumina, ciki har da masana'antar alumina ta arewacin Shanxi da Henan alumina sun karu da tsadar farashi, ƙarancin kaso na amfani da tama da ake shigowa da su, buƙatun tama na cikin gida kuma.
Dangane da farashi, al'adar yau da kullun a lardin Shanxi ya ƙunshi 60% aluminum, kuma farashin ma'adinan gida tare da rabon aluminum-silicon na 5.0 shine m a yuan 470 a kowace ton na farashin danda ga masana'anta, yayin da na yau da kullun a lardin Henan ya ƙunshi 60% aluminum, farashin tama na gida tare da aluminium-silicon rabo na 5.0 zuwa 8 yuan a kowace daraja ta 5.0 zuwa 8. Babban al'ada na yanzu a cikin Guizhou ya ƙunshi 60% aluminum, aluminum-silicon rabo na 6.0 na ma'adanin gida yana kan yuan 390 a kowace ton ko makamancin haka ga farashin masana'anta.
2. Ma'adinan da aka shigo da shi: tare da sakin sannu a hankali na sabon ƙarfin samar da alumina a ƙasa a ƙarshen kwata na farko, samar da wannan ɓangaren ƙarfin ya fi dogara ga ma'adinai da aka shigo da shi; Shigo da buƙatun ma'adinai a cikin kwata na biyu gaba ɗaya har yanzu yana ci gaba da haɓakawa.
Farashin ma'adinan da aka shigo da su ya bambanta a cikin kwata na biyu, kuma farashin gabaɗaya ya kasance a kan babban gefe. A bangare guda, saboda tasirin manufofin kasashen ketare, yawancin bangarorin kasuwa sun fi maida hankali kan ma'adinan da ake shigowa da su daga kasashen waje, wanda ke tallafawa aikin farashin ma'adinan da ake shigowa da su. A gefe guda, yawan jigilar kayayyaki na teku har yanzu yana kan babban gefe idan aka kwatanta da lokacin 2021, wanda ya shafi alaƙar da ke tsakanin farashin biyu, farashin ma'adinan da aka shigo da shi a babban matakin aiki na girgiza synchronism.
3. Outlook:
Tama na cikin gida: tsakiyar farashin kasuwar bauxite na ɗan gajeren lokaci ana sa ran zai daidaita yanayin gaba ɗaya, amma har yanzu ana sa ran farashin zai tashi.
Shigo da ma'adinai: farashin kayan jigilar teku na baya-bayan nan ya ragu, yana jawo farashin nawa da aka shigo da shi ƙasa kaɗan. Amma kasuwa don shigo da tama har yanzu yana kula da wani matakin damuwa, wani tallafin farashi.
Lokacin aikawa: 30-11-2022